Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
TIF
651
DELISTED
Tiffany & Co.
TIF
| $20M | 0.02% |
163,691
+8,536
| +6% | +$1.04M |
|
652
Lear
LEA
$5.76B
| $20M | 0.02% |
183,015
+5,765
| +3% | +$629K |
|
653
KeyCorp
KEY
$21.1B
| $19.9M | 0.02% |
1,637,617
+101,383
| +7% | +$1.23M |
|
654
Wolfspeed
WOLF
$230M
| $19.9M | 0.02% |
336,831
+18,487
| +6% | +$1.09M |
|
|
GRUB
655
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $19.9M | 0.02% |
141,485
+6,343
| +5% | +$892K |
|
656
Merit Medical Systems
MMSI
$5.26B
| $19.8M | 0.02% |
434,590
+15,725
| +4% | +$718K |
|
657
Liberty Media Series A
FWONA
$22.4B
| $19.8M | 0.02% |
709,838
+1,152
| +0.2% | +$32.2K |
|
658
Western Digital
WDC
$33B
| $19.7M | 0.02% |
591,532
-127,934
| -18% | -$4.27M |
|
659
Synchrony
SYF
$27.8B
| $19.7M | 0.02% |
888,542
-49,960
| -5% | -$1.11M |
|
660
Regions Financial
RF
$24.1B
| $19.7M | 0.02% |
1,770,199
+123,199
| +7% | +$1.37M |
|
661
Mid-America Apartment Communities
MAA
$16.6B
| $19.5M | 0.02% |
170,320
+2,950
| +2% | +$338K |
|
662
UDR
UDR
$12.7B
| $19.5M | 0.02% |
522,228
+16,442
| +3% | +$615K |
|
663
International Flavors & Fragrances
IFF
$16.5B
| $19.5M | 0.02% |
159,192
+5,894
| +4% | +$722K |
|
664
ABM Industries
ABM
$2.82B
| $19.5M | 0.02% |
536,382
-3,662
| -0.7% | -$133K |
|
665
LivePerson
LPSN
$89.1M
| $19.5M | 0.02% |
469,883
+2,808
| +0.6% | +$116K |
|
666
Crocs
CROX
$4.43B
| $19.4M | 0.02% |
527,432
-17,937
| -3% | -$660K |
|
|
PRAH
667
DELISTED
PRA Health Sciences, Inc.
PRAH
| $19.3M | 0.02% |
198,871
+3,708
| +2% | +$361K |
|
668
Principal Spectrum Preferred Securities Active ETF
PREF
$1.29B
| $19.3M | 0.02% |
995,020
| – | – |
|
669
Axon Enterprise
AXON
$58.7B
| $19.3M | 0.02% |
196,907
+15,894
| +9% | +$1.56M |
|
670
Citizens Financial Group
CFG
$22.3B
| $19.2M | 0.02% |
762,580
+51,091
| +7% | +$1.29M |
|
671
Stride
LRN
$6.89B
| $19.2M | 0.02% |
706,319
+128,455
| +22% | +$3.5M |
|
672
eHealth
EHTH
$115M
| $19.2M | 0.02% |
195,594
+4,437
| +2% | +$436K |
|
673
OGE Energy
OGE
$8.85B
| $19.2M | 0.02% |
630,946
-17,598
| -3% | -$534K |
|
674
Applied Industrial Technologies
AIT
$9.95B
| $19.2M | 0.02% |
307,024
-13,326
| -4% | -$831K |
|
|
SJI
675
DELISTED
South Jersey Industries, Inc.
SJI
| $19.1M | 0.02% |
765,911
+56,064
| +8% | +$1.4M |
|